Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchVol Up, Correlations Up, Stocks Up, Dispersion DownMichael J. KramerAug 13, 2026∙ PaidShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsThe Dispersion Unwind May Still MatterAug 7 • Michael J. KramerPayrolls Miss As A Shrinking Labor Force Becomes The Real Story - Advanced TopicsAug 7 • Michael J. KramerWages Are The Thing To Watch In Tomorrow's Jobs ReportAug 6 • Michael J. KramerHigh Yield Isn’t Confirming This RallyAug 5 • Michael J. KramerSemiconductors Lead The Rally Aug 4 • Michael J. KramerMega-Cap Tech Returns...Aug 3 • Michael J. KramerA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out Jul 31 • Michael J. Kramer
